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Tata Quant Fund vs Quant ESG Equity Fund Regular compare
Tata Quant Fund-Regular Plan-Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹66 Cr | ₹288 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Jan 2020 | 05 Nov 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | NIFTY 100 ESG TRI |
| Turn Over | 349.61% | % |
| Expense Ratio | 2.4 | 2.42 |
| Manager | Sailesh Jain | Sanjeev Sharma |
| ISIN Code | INF277K016Y9 | INF966L01AB8 |
| Exits Load | Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | - | -5.33% |
| 6 Month | - | -5.05% |
| 1 Year | - | -0.3% |
| 3 Year | - | 13.09% |
| 5 Year | - | 20.73% |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | - | -0.74% |
| 1 Year | - | 4.01% |
| 3 Year | - | 8.4% |
| 5 Year | - | 13.89% |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 18.29% | 18.87% |
| 3 Year | 13.54% | 22.37% |
| 5 Year | 7.96% | 24.38% |
Risk Management
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.21% | 17.3% |
| Sharp | 0.361% | 0.56% |
| Beta | - | 1.16% |
| Alpha | - | -2.47% |
Fund Managers
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Name | Sailesh Jain | Sanjeev Sharma |
| Total AUM | ₹17041 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 6.08 | 47.05 |
| Large Cap | 50.12 | 44.6 |
| Mid Cap | 43.8 | 5.6 |
| Small Cap | - | 2.74 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 6.08 | 30.25 |
| Industrials | 4.37 | - |
| Financial Services | 30.79 | 15.24 |
| Basic Materials | 16.68 | 0.84 |
| Consumer Cyclical | 4.12 | 12.79 |
| Technology | 18.74 | 0 |
| Utilities | 6.66 | 10.1 |
| Energy | 0.8 | 9.08 |
| Healthcare | 7.47 | 5.01 |
| Communication Services | 4.29 | - |
| Consumer Defensive | - | 8.84 |
| Real Estate | - | 7.85 |
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